Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,757 | $198,462-77.4% | $170,439-73.7% | $147,585-69.7% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.54% | 257.30%-235.8pp | 205.94%-184.4pp | 578.58%-557.0pp |
| Employer contribution / active EE | $9,913 | $6,184+60.3% | $5,433+82.5% | $4,876+103.3% |
| Participant deferral / active EE | $688 | $5,629-87.8% | $4,939-86.1% | $5,439-87.3% |
| Admin fee / account holder | $2,808 | $16,852-83.3% | $13,881-79.8% | $10,886-74.2% |